Airbus(US:EADSY) Sou Hu Cai Jing·2025-10-28 15:19Core Insights - China's modernization requires open cooperation and mutual benefit, as evidenced by a 16.2% year-on-year increase in newly established foreign-invested enterprises, totaling 48,921, and actual foreign investment amounting to 573.75 billion yuan in the first nine months of the year [1] Group 1: Airbus Operations in Tianjin - Airbus has officially launched its second A320 series aircraft assembly line in Tianjin, which is expected to double the production capacity to 13 aircraft per month [3] - The CEO of Airbus stated that the new assembly line will enhance the company's production capabilities in China, with two out of ten global A320 assembly lines located in Tianjin [5] - The first assembly line in Tianjin, operational since 2008, has delivered over 780 A320 aircraft, with expectations to surpass 800 by the end of the year [7] Group 2: Integration into Global Supply Chain - The Tianjin facility not only assembles aircraft but also manufactures key components like wings and fuselage, indicating a deep integration of China's aviation manufacturing system into Airbus's global supply chain [11] - With the addition of the new assembly line, 20% of Airbus's single-aisle aircraft assembly will be completed in Tianjin, further strengthening China's role in the Airbus global system [11] Group 3: Future Production Goals - Airbus aims to increase the monthly production of A320 series aircraft to 75 by 2027, collaborating with around 200 local suppliers in China [13] - The company is expanding its business in China, focusing on engineering, design, and research and development to keep pace with the growth of the global and Chinese aviation markets [13]